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12/10/2019
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When:
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Tuesday, December 10, 2019
11:45 AM
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Where:
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Wescott Financial Advisory Group
30 S. 17th Street
Philadelphia 19103
United States
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Contact:
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Chris Stewart
215-295-0729
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« Go to Upcoming Event List
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Please join us for a CE Study Group Lunch 'n Learn in Center City.
Topic: Long-Term Disability Plans
presented by Ethan F. Abramowitz, Esq., Seltzer & Associates, PC
This presentation will provide financial planners and wealth managers with an overview of the common issues with Long-Term Disability Plans that often jeopardize clients' financial security. This would include:
- an overview of differences between IDI and LTD coverage and issues with same,
- an overview of how to verify one's perceived LTD benefit,
- the impact of other income benefits/offsets; and
- the impact of tax liability and accounting for same in a risk management plan.
(One hour of CFP CE credit approved)
Bring your own lunch. Refreshments will be provided. There is a cafe n the lobby to purchase lunch items.
There is no charge to attend this event, but pre-registration is required.
Register by clicking the button below.
REGISTER
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Click here to get to know your fellow chapter member, Christopher Lyman. If you would like to be featured in this spot, contact our Chapter Administrator, Chris Stewart at ccstewart@comcast.net.
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